welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Steps to create Mail merge Template in MS CRM 2011

By Rajesh on 1/2/2014

There are some steps to follow while creating Mail merge Template.

1. First of all create .xml file or convert word document file to .xml file.

2. In MS CRM, go to Settings.

3. Click on Template on the left Navigation of form.


 


 4-Then go to Mail merge Template and double click. 

5. Enter the Name of Mail merge Template. 


6. Select Associated Entity. 


 7. Upload .xml (Word Document Xml file) and click on attach. 


 8. Click on Save Button and then select Data Fields that you want to populate from target Entity.

 

9- Change the ownership from Individual to Organization.

10-Run from  Target (Associated Entity).

Mail Merge Template
Author
Blog Calendar
Blog Calendar List
2018 Nov  26  3
2018 Oct  7  3
2018 Sep  13  11
2018 Aug  2  2
2018 Jun  11  1
2018 Jan  41  2
2017 Sep  348  5
2017 Aug  14  1
2017 Jul  15  2
2017 Jun  36  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  104  4
2017 Feb  269  4
2016 Dec  171  3
2016 Nov  267  8
2016 Oct  197  10
2016 Sep  341  6
2016 Aug  38  1
2016 Jun  1580  6
2016 May  102  3
2016 Jan  68  2
2015 Dec  373  6
2015 Nov  3  1
2015 Oct  11  1
2015 Sep  1105  6
2015 Aug  10  1
2015 Jul  101  2
2015 Jun  7  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  67  3
2015 Jan  4998  4
2014 Dec  14  1
2014 Nov  2159  4
2014 Oct  74  2
2014 Sep  95  2
2014 Aug  2848  1
2014 Jul  40  2
2014 Apr  2401  12
2014 Mar  268  19
2014 Feb  216  8
2014 Jan  1490  16
2013 Dec  21  2
2013 Nov  607  2
2013 Oct  239  3
2013 Sep  10  1
2013 Aug  29  3
2013 Jul  202  1
2013 Apr  43  6
2013 Mar  1634  10
2013 Feb  272  4
2013 Jan  244  2
2012 Nov  24  2
2012 Oct  394  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote